IAA
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Independent Advisor Alliance’s RTX Corp RTX Stock Holding History

Independent Advisor Alliance’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.99M Sell
46,589
-13,653
-23% -$2.71M 0.1% 191
2025
Q4 		$11M Sell
60,242
-1,042
-2% -$181K 0.27% 50
2025
Q3 		$10.3M Buy
61,284
+15,753
+35% +$2.45M 0.27% 52
2025
Q2 		$6.65M Buy
45,531
+801
+2% +$107K 0.19% 89
2025
Q1 		$5.92M Sell
44,730
-4,835
-10% -$613K 0.2% 87
2024
Q4 		$5.74M Sell
49,565
-351
-0.7% -$42.4K 0.08% 243
2024
Q3 		$6.05M Buy
49,916
+13,868
+38% +$1.58M 0.22% 86
2024
Q2 		$3.62M Buy
36,048
+1,835
+5% +$190K 0.12% 140
2024
Q1 		$3.34M Sell
34,213
-2,828
-8% -$255K 0.12% 153
2023
Q4 		$3.12M Sell
37,041
-4,386
-11% -$347K 0.11% 156
2023
Q3 		$2.98M Sell
41,427
-6,346
-13% -$543K 0.13% 141
2023
Q2 		$4.68M Sell
47,773
-3,071
-6% -$301K 0.21% 93
2023
Q1 		$4.98M Buy
50,844
+295
+0.6% +$29.1K 0.24% 87
2022
Q4 		$5.1K Buy
50,549
+9,409
+23% +$885K ﹤0.01% 192
2022
Q3 		$3.37M Sell
41,140
-12,260
-23% -$1.11M 0.2% 104
2022
Q2 		$5.13M Buy
53,400
+8,879
+20% +$854K 0.29% 81
2022
Q1 		$4.41M Buy
44,521
+2,829
+7% +$268K 0.21% 97
2021
Q4 		$3.59M Sell
41,692
-344
-0.8% -$30K 0.18% 108
2021
Q3 		$3.61M Buy
42,036
+6,622
+19% +$566K 0.2% 105
2021
Q2 		$3.02M Buy
35,414
+1,569
+5% +$132K 0.17% 128
2021
Q1 		$2.62M Buy
33,845
+2,863
+9% +$209K 0.16% 128
2020
Q4 		$2.22M Buy
30,982
+1,246
+4% +$81.9K 0.15% 127
2020
Q3 		$1.71M Sell
29,736
-8,610
-22% -$524K 0.13% 130
2020
Q2 		$2.36M Sell
38,346
-6,275
-14% -$392K 0.25% 85
2020
Q1 		$2.65M Buy
44,621
+2,905
+7% +$246K 0.39% 57
2019
Q4 		$3.93M Buy
41,716
+1,320
+3% +$120K 0.17% 132
2019
Q3 		$3.47M Sell
40,396
-79
-0.2% -$6.56K 0.42% 47
2019
Q2 		$3.32M Buy
40,475
+2,778
+7% +$232K 0.48% 41
2019
Q1 		$3.06M Buy
37,697
+851
+2% +$64.7K 0.43% 52
2018
Q4 		$2.47M Buy
36,846
+531
+1% +$41.7K 0.44% 49
2018
Q3 		$3.15M Buy
36,315
+1,541
+4% +$129K 0.57% 39
2018
Q2 		$2.67M Buy
34,774
+4,361
+14% +$341K 0.56% 42
2018
Q1 		$2.36M Buy
30,413
+5,148
+20% +$425K 0.53% 45
2017
Q4 		$2.11M Buy
25,265
+798
+3% +$60.6K 0.47% 51
2017
Q3 		$1.83M Buy
24,467
+791
+3% +$58.5K 0.5% 49
2017
Q2 		$1.83M Sell
23,676
-73
-0.3% -$5.47K 0.58% 47
2017
Q1 		$1.68M Buy
23,749
+1,056
+5% +$74.1K 0.27% 110
2016
Q4 		$1.58M Buy
+22,693
New +$1.5M 0.68% 52

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's RTX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its RTX Corp (RTX) stake by 23% in Q1 2026, selling an estimated $2.71M and leaving 46,589 shares worth $8.99M. The position accounts for 0.1% of the portfolio, ranked #191.

Independent Advisor Alliance first reported a position in RTX in Q4 2016 and has held it in 38 quarters since. The position peaked at $11M in Q4 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Independent Advisor Alliance held 46,589 shares of RTX Corp worth $8.99M as of Q1 2026.
  • Independent Advisor Alliance sold 13,653 RTX Corp shares in Q1 2026, an estimated $2.71M.
  • RTX Corp made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #191 holding.
  • Independent Advisor Alliance first reported a position in RTX Corp in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's RTX Corp position peaked at $11M in Q4 2025.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.